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沙特主权财富基金PIF Q2持仓:买入礼来(LLY.US)等医药股看涨期权 清仓Meta(META.US)
智通财经网· 2025-08-15 02:33
智通财经APP获悉,沙特主权财富基金"公共投资基金"(PIF)递交了截至2025年6月30日的第二季度持仓报告(13F)。据统计,PIF二季度美股持仓总市值达238 亿美元,上一季度总市值为256亿美元,环比下降7%。PIF的持仓组合中新增了17只个股,增持了9只个股,减持了21只个股,清仓了24只个股。其中前十大 持仓标的占总市值的84.22%。 | 2025-06-30 | | | --- | --- | | 13F Activity | | | Market Value | $23.8b, Prior: $25.6b | | Inflows (Outflows) as % of Total MV | (-18.2495)% | | New Purchases | 17 stocks | | Added To | 9 stocks | | Sold out of | 24 stocks | | Reduced holdings in | 21 stocks | | Top 10 Holdings % | 84.22% | 在前五大重仓股中,优步(UBER.US)位列第一,持仓约7284万股,持仓市值约为6 ...
Jim Cramer discusses if this market is too frothy
CNBC Television· 2025-08-14 23:49
[Music] Hey, I'm Kramer. Welcome to Mad Money. Welcome to Cra America.I've been with friends. I'm just trying to make you a little money. My job not just to entertain, but to educate.So call me 1800743 CBC. Tweet Jim Kramer. This morning, listening to our network, I heard a fund manager blast this market because of all the froth.Our excellent anchor Frank Holland pressed her on the notion of froth and she reiterated that the market was riddled with it. To which I say, if this is froth, bring it on. Honestly ...
美股收盘:通胀先兆指标“爆表”,三大指数挣扎平收
Feng Huang Wang· 2025-08-14 22:32
昨夜今晨,美股市场冲击新高的势头撞上现实——关税引发的美国通胀浪潮终于冒头了。美股三大指数全天陷入挣扎,最终几乎全部平收。 截至收盘,标准普尔500指数涨0.03%,报6468.54点;纳斯达克综合指数跌0.01%,报21710.67点;道琼斯工业平均指数跌0.02%,报44911.26点。理论上标普 500指数再度刷新了"收盘历史新高",但今天显然不是那种欢快的场景。 (标普500指数日线图,来源:TradingView) 作为背景,美国7月工业生产者出厂价格指数环比暴增0.9%,创2022年6月通胀见顶以来的最大涨幅,市场的事前预期只有0.2%。同比增速也达到3.3%,比 预期值2.5%高了一大截。 Oxford Economics的经济学家马修·马丁表示,PPI报告很可能预示着未来美国消费者将面临的情况。 这也令昨日还在畅想美联储提速降息的市场泄了气。昨日充分预测9月100%降息的交易员们,目前又将降息25个基点的概率回退至92%。 热门股表现 科技巨头整体走势低迷,不过也为稳住大盘贡献了力量。截至收盘,苹果跌0.24%、微软涨0.36%、开打"外卖大战"的亚马逊涨2.86%、英伟达涨0.24%、谷 歌 ...
礼来(LLY.US)上调海外市场药品价格 以弥补美国市场降价损失
智通财经网· 2025-08-14 22:28
Core Viewpoint - The White House's actions to lower domestic drug prices are leading to increased drug prices in Europe, as exemplified by Eli Lilly's decision to raise its official drug prices in overseas markets [1][2]. Group 1: Company Actions - Eli Lilly announced an increase in its drug prices in overseas markets, stating that to lower U.S. drug prices, prices in other developed markets like Europe need to rise [1]. - The company raised the official price of its diabetes and obesity drug Mounjaro in the UK by 170% for the largest tablet specification, with lower doses seeing increases of 45% to 138% [2]. Group 2: Market Impact - Eli Lilly's price hikes in Europe may help offset potential profit losses from lowering prices in the U.S. and could also elevate the baseline for the proposed "most favored nation" pricing policy by the White House [2]. - Following the announcement, Eli Lilly's stock price rose by 3.62% [3].
Eli Lilly raises price of diabetes drug Mounjaro in UK ahead of Trump deadline
CNBC Television· 2025-08-14 22:26
Lily, the best performing stock in the S&P today, up nearly 4%. The company announcing it is raising the lift price of its blockbuster diabetes drug, Monaro, in the UK. President Trump has been pressuring big pharma to get US drug prices more in line with the rest of the world most favored nation status.Let's bring in Dr. . Kavita Patel, who's an NBC News and MSNBC medical contributor. She served in the office of intergovernmental affairs and public engagement under President Obama.Dr. . Patel, great to see ...
Guidance Watch: 2 Companies Bullishly Raising Forecasts
ZACKS· 2025-08-14 22:21
Earnings Overview - The 2025 Q2 earnings cycle has shown resilience, with total earnings for 457 S&P 500 companies up by 11.6% year-over-year, driven by a 5.8% increase in revenues [1] - 80.5% of companies exceeded EPS estimates, while 78.8% surpassed revenue estimates, indicating strong overall performance [1] Palantir Insights - Palantir has emerged as a leading AI stock, reporting a 15% EPS beat and a 7% positive sales surprise in Q2 [2] - US commercial revenue surged by 93% year-over-year, with US government revenue increasing by 53%, contributing to total sales growth of 48% [2] - The company has raised guidance for FY25, projecting 45% year-over-year growth in sales [3] - Analysts have adjusted EPS expectations upward, forecasting 60% EPS growth on 45% higher sales for the current fiscal year [4] Eli Lilly Performance - Eli Lilly's Q2 sales reached $15.5 billion, reflecting a 38% year-over-year increase and a 6% surprise over consensus estimates [8] - Key products Zepbound and Mounjaro saw sales growth of 172% and 68%, respectively, driving the positive quarter [8] - Following strong results, Eli Lilly increased its FY25 revenue and adjusted EPS guidance, with gross margin rising to 84.3% from 80.8% year-over-year [12] - Insider buying from directors and the CEO post-earnings indicates confidence in the company's long-term outlook [13] Market Outlook - The overall sentiment for Q3 earnings remains positive, with expectations gradually increasing [6][14] - Both Palantir and Eli Lilly have been highlighted for their strong results and guidance upgrades during the Q2 earnings cycle [14]
美股七巨头收盘播报|亚马逊收涨超2.8%,特斯拉跌超1.1%
Jin Rong Jie· 2025-08-14 20:47
周四,美国科技股七巨头指数涨0.44%,报191.06点,时隔一个交易日再创收盘历史新高。亚马逊收涨 2.86%,谷歌A、微软、Meta Platforms、英伟达至多涨0.49%,苹果则收跌0.24%,特斯拉跌1.12%此 外,礼来制药收涨3.62%,巴菲特旗下伯克希尔哈撒韦B类股涨0.40%,台积电ADR则收跌0.18%,AMD 跌1.88%。 本文源自:金融界AI电报 ...
X @The Wall Street Journal
Eli Lilly said it is in talks to raise drug prices in Europe, starting with weight-loss drug Mounjaro in the U.K., so it can meet President Trump’s goal of bringing down prices in the U.S. https://t.co/XUxh3HwQx8 ...
Eli Lilly hikes price of diabetes drug Mounjaro in UK as Trump pressures pharma to align drug costs
CNBC· 2025-08-14 16:00
Eli Lilly on Thursday said it is raising the list price of its blockbuster diabetes drug Mounjaro in the U.K. starting in September, as President Donald Trump pressures drugmakers to lower U.S. drug prices and hike them abroad. In a statement, Eli Lilly said it reached an agreement with the U.K. government to increase the list price of the weekly injection, while "maintaining access" for patients covered under the publicly funded health-care system, the National Health Service, or NHS. Mounjaro manufactured ...
速递|风靡全球!去年四分之一的美国糖尿病患者使用了GLP-1药物
GLP1减重宝典· 2025-08-14 10:33
Core Viewpoint - The article highlights the increasing usage of GLP-1 medications among diabetes patients in the U.S., indicating a significant trend in diabetes management and weight loss treatment [2][4]. Group 1: Usage Statistics - Over 25% of U.S. adults with diabetes used GLP-1 injection medications last year, with the highest usage among those aged 50 to 64 at 33.3% [2]. - The usage rate for the 18 to 34 age group is 25.3%, while for those aged 65 and above, it is 20.8% [2]. - Approximately 31% of insulin users also use GLP-1 medications, and about 28% of oral hypoglycemic drug users are incorporating GLP-1 into their treatment regimens [4]. Group 2: Demographic Insights - Among different ethnic groups, Hispanic diabetes adults have the highest GLP-1 usage rate at 31.3%, followed by non-Hispanic Black at 26.5% and non-Hispanic White at 26.2% [4]. - Non-Hispanic Asian individuals have the lowest usage rate at 12.1%, which may be attributed to differences in treatment accessibility or acceptance [4]. Group 3: Mechanism and Pricing - GLP-1 medications mimic the action of hormones that regulate blood sugar levels, delay digestion, and prolong feelings of fullness [4]. - The high cost of these medications, approximately $1,000 per month, has drawn criticism [4].